2015 and Dynamics CRM 2015 both have been keeping all of us busy. We saw some great new features in our Q1 Blog post also Top 5 for our Developer Friends and End users While we await Dynamics 2016 lets see what we have been able to explore in Q2 for 2015. Sharing some posts… Read More »
In our last post we discussed about Dynamics CRM E-Training/Learning. While these are definitely very helpful but its time now to get hands on experience in Dynamics CRM. Microsoft has provided some real good options for so you can walk through key scenarios for each role and familiarize yourself with user interface, and experience how… Read More »
We use Maps day in and day out for our Personal use so why not for business?. These are some of the questions we discuss when we start developing any solution for Dynamics CRM. We have you “User” in our mind as to what is needed for you to convert your business into a big… Read More »
Recently we published a compilation of links for “Microsoft Dynamics CRM E-Training”. After this, one of the common areas which we see users need is a place for support. Microsoft does have quite a bit of support options but there are times when you as an individual would like to explore or get quick replies… Read More »
As we all know if we want to change the CRM label text as per the user language preference we can use the Export/Import translation process. But when we want to change the Attribute value as per the user language preference, it is not possible because entered value cannot be changed if user changes the… Read More »
If you want to send marketing newsletter(or any content that has HTML content) to all your Leads/Accounts/Contacts by using Quick Campaign by Email using Email template then you can select the accounts/leads/contacts for which you want to send the newsletter and create quick campaign as shown below. In case you want to send newsletter to specific… Read More »
Lets re-visit 5 of our most popular blogs last quarter. The ones you have liked, visited, shared and re-tweeted the most. Hope these posts are helping you to explore features of Dynamics CRM in your next assignment: 1. Custom Actions in Dynamics CRM 2015 Online Update 1: Back in 2013 Microsoft introduced the concept of “Custom… Read More »
I came across this post on Linked Group a few days back about “CRM 2015 Training” and have been thinking to compile a list of links so that new Dynamics CRM users can benefit from it. Before you start, to familiarize yourself, it’s always better to create a Dynamics CRM Online trial: Dynamics CRM Online… Read More »
Introduction: There are multiple ways provided in Dynamics CRM SDK to query and read data like Using ODATA Using FetchXML Using Query object ODATA has a limitation where it can return only 50 records at a time. You can ofcourse query more than that but it would be in batches of 50 records at a… Read More »
Introduction: Export to Excel has been a feature that has been in Dynamics CRM since its initial release. Though it did the job, there were some annoying pop-up’s and probably a few clicks that could well be avoided. With the Online Update 1, the Export to Excel experience is set to change for the better.… Read More »